When configuring a Salesforce Object Mapping, you can choose what Event VanillaSoft will send data through to Salesforce, and create Mappings so the information is stored correctly. Event Mapping defines what information is passed if you opted to create Events for "Appointment" or "Call-Back" Result Actions. For more information on Activities Configuration, please refer to our Salesforce Object Mapping: Activities Configuration article.
Salesforce Object Mapping: Salesforce Event Mapping
- Log in to VanillaSoft as an Admin.
- Select the desired Project.
- Under Integration, click on Salesforce Integrations.
- Select the desired Integration.
- Go to Activities (Tasks/Events) and check the boxes to enable.
- Select Event for the type of Activities to create.
- You can also Enable Call History Export to send Call History information to Salesforce.
- You can also Enable Call History Export to send Call History information to Salesforce.
- Go to Salesforce Event Mapping and click on Edit Mapping.
- Click on VanillaSoft Field to choose the data to send from VanillaSoft.
- If No Field - Uses Default Value is selected, enter in a Default Value.
- If No Field - Uses Default Value is selected, enter in a Default Value.
- When Mapping is done, click on Apply.
- When done, click on Save.
Learn more about Salesforce Object Mapping from the articles below:
- Salesforce Object Mapping: Configuration
- Salesforce Object Mapping: Result Code Triggers
- Salesforce Object Mapping: Lead Mapping
- Salesforce Object Mapping: Contact Mapping
- Salesforce Object Mapping: Opportunity Mapping
- Salesforce Object Mapping: Custom Object Mapping
- Salesforce Object Mapping: Activities Configuration
- Salesforce Object Mapping: Task Mapping